US federal reserve

Markets

Actions to address escalating US wealth inequality

Top 10% hold 70% of overall US wealth

clock 18 November 2019 • 6 min read

UK

Ruffer ups UK equity exposure as 'storm clouds' clear

Hamish Baillie points to Brexit and election

clock 13 November 2019 • 1 min read

Markets

'Recession-like conditions' central theme from IW's latest Channel Island Summit

Muted US earnings expected

clock 25 October 2019 • 2 min read

Markets

Can monetary policies help prevent a global recession?

Monetary stimulus merely postponing the inevitable

clock 07 October 2019 • 2 min read

Markets

Turkey: Beginning of the end or yet another chapter?

'Muddle-through' scenario for the economy

clock 27 September 2019 • 4 min read

US

Trade wars: A pause or is the end in sight?

How history can provide answers to today's tariff stand-off

clock 23 September 2019 • 4 min read

Markets

Take profits or run the risk of a correction

Dilemmas facing the modern-day active manager

clock 18 September 2019 • 2 min read

Economics

Is a global recession inevitable?

Deep recession unlikely

clock 18 September 2019 • 2 min read

Emerging markets

'Better macro backdrop' is needed for EM earnings to improve

The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.

clock 17 September 2019 • 2 min read

Bonds

The interplay between liquidity and economic growth

Bonds go down when equities go up, is the common perceived wisdom among investors.

clock 13 September 2019 • 2 min read
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